Is Your Firm Future-Ready?
August 14 - 15, 2018
The Ritz-Carlton, Laguna Niguel
1 Ritz-Carlton Drive
Dana Point, CA 92629
Registration for Dana Point has closed, however, we still welcome your attendance. If you plan to attend, please contact us at insidetrack@FMR.com.
The forces of change in the financial services industry are accelerating faster than ever. Today’s ever changing landscape requires firms to transform and evolve their strategies to create future-ready businesses.
Please join us at Inside Track on August 14-15 to exchange ideas with Fidelity and your peers that may help your firm be future-ready. We’re confident you’ll walk away with actionable take-aways that will help you and your organization thrive in today’s dynamic environment. Agenda Highlights
Who should attend?
- Insights into the value of advice
- Digital transformation
- M&A and advisor movement trends
- Portfolio construction
- Bitcoin and blockchain
- Personal security best practices
Some sessions qualify for CFP®, CIMA®, CIMC® and CPWA® continuing education credits.
- Principals and Home Office Leaders
- Operations and Technology Professionals
- Financial Advisors
- Practice Management and Marketing Professionals
- Chief Investment Officers and Portfolio Managers
Inside Track Sponsors